Concorde Investment Services Adds KOA Financial Group to Broker-Dealer Platform
Concorde Investment Services, an independent broker-dealer and registered investment adviser, announced that KOA Financial Group has joined its platform.
KOA Financial Group is a Las Vegas-based financial services firm that serves high-income professionals, high-net worth individuals and business owners, with a focus on integrating advanced tax planning and disciplined investment management to deliver tax-efficient strategies to preserve and grow wealth.
“Clients are counting on their financial professionals to navigate increasingly complex decisions around taxes, income generation, and long-term planning,” said Danielle Delongchamp, chief executive officer of Concorde. “KOA Financial Group’s dedication to delivering customized, thoughtful tax strategies and alternative investment solutions aligns closely with our mission, and we look forward to supporting their continued growth.”
Founded in 2025 by Concorde representative Aaron Oborn and Mark Kasminoff, KOA Financial Group integrates investment management with advanced tax planning to help clients keep more of their earnings while maintaining disciplined, fully compliant strategies.
“KOA was created to integrate investment management and tax efficiency in a way that best serves business owners and high-net-worth individuals,” said Oborn, co-founder and managing partner of KOA Financial Group. “Concorde’s strong compliance culture, regulatory expertise and adviser-first platform make it an ideal partner for our firm, and we are excited to join the Concorde community.”
Oborn brings more than a decade of industry experience in retirement planning, asset management, and commercial real estate. He specializes in helping professionals and business owners minimize taxes through tailored financial strategies.
Kasminoff brings more than 25 years of accounting and tax expertise, with extensive experience in strategic tax planning, tax mitigation and complex tax preparation. He holds a bachelor’s degree in accounting from UNLV, is a certified public accountant and earned his Juris Doctor from the William S. Boyd School of Law.
Earlier this year, G3 Capital – a California–based financial services firm focused on helping real estate owners and investors manage and maximize their wealth through tax-advantaged real estate strategies – also joined the Concorde platform. G3 Capital provides guidance on real estate–centered and tax-advantaged strategies, including 1031 exchanges, Delaware statutory trusts, 721 UPREITs, opportunity zone funds, and other tax-efficient structures designed to help defer, reduce, or potentially eliminate capital gains tax while generating ongoing income.
Concorde Holdings Inc., headquartered in Michigan, is the parent company of Concorde Investment Services, Concorde Asset Management, and Concorde Insurance Agency. The firm operates across all 50 states and provides broker-dealer, investment advisory, and insurance services to financial professionals.
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